Kovitz Investment Group Partners’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Kovitz Investment Group Partners’s Portfolio PJAN Stock Details PJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-362,975	Closed	-$16.6M	–	1082
2025 Q3	$16.6M	Sell	362,975 -7,300	-2%	-$328K	0.06%	242
2025 Q2	$16.3M	Sell	370,275 -4,002	-1%	-$168K	0.07%	229
2025 Q1	$15.5M	Buy	374,277 +2,355	+0.6%	+$99.8K	0.08%	203
2024 Q4	$15.7M	Buy	371,922 +71,420	+24%	+$2.98M	0.08%	206
2024 Q3	$12.4K	Sell	300,502 -13,608	-4%	-$553K	﹤0.01%	1021
2024 Q2	$12.6M	Buy	+314,110	New	+$12.4M	0.11%	135

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Kovitz Investment Group Partners's PJAN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2025, closing a stake of 362,975 shares — an estimated $16.6M sold.

Kovitz Investment Group Partners first reported a position in PJAN in Q2 2024 and held it in 6 quarters. The position peaked at $16.6M in Q3 2025. 253 funds tracked by Wall St. Rank hold PJAN as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Innovator US Equity Power Buffer ETF January position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 362,975 Innovator US Equity Power Buffer ETF January shares in Q4 2025, an estimated $16.6M.
Kovitz Investment Group Partners first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's Innovator US Equity Power Buffer ETF January position peaked at $16.6M in Q3 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.